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Institutional Investment Manager
SHEPHERD FINANCIAL PARTNERS LLC
SHEPHERD FINANCIAL PARTNERS LLC (CIK: 0001696628). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 104 holdings with a total value of $352,592,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 VANGUARD INDEX FDS 1,071 222,000 0.06%
102 COLGATE PALMOLIVE CO 3,143 206,000 0.06%
103 RYDEX ETF TRUST 2,326 203,000 0.06%
104 PALATIN TECHNOLOGIES INC COM 25,784 14,000 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001085146-17-000825, filed 2017.02.17).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.